Financial Advisors

Dimensional has a unique way of working with financial advisors.

We want to build deep, working relationships with advisors who share our desire to pursue better financial outcomes for their clients. We believe that client-focused advice and efficient, value-added access to the capital markets can be a successful combination for both advisors and their clients.

We have seen many advisors thrive with this approach by reorienting their business around the client experience. These firms focus on offering guidance to help investors think differently about investing so they may pursue long-term goals without the daily worry.

Redefining Financial Advice

(3:22)

Seven financial advisors from around the globe reflect on how the industry has shifted for the better and what it means to put clients first.

What helps make a great investor experience?

Being well prepared for the range of possible outcomes.

Having an investment philosophy you can stick with.

Tuning out the noise and focusing on what you can control.

Taking a long-term view of investing.

Supporting Key Elements of Your Practice

Dimensional has worked with financial advisors for 30 years to help them build differentiated, client-focused businesses. Our service model begins with investments and extends to other key areas of an advisor’s business and messaging needs.

INVESTMENTS

Gain insights to build solutions

Learn more about modern finance and Dimensional Investing while developing a framework for building globally diversified portfolios that target higher expected returns.

MESSAGING

Communicate effectively

Leverage Dimensional resources and support to educate clients on key investment principles, manage their expectations, and communicate the value of advice.

BUSINESS

Manage and grow your business

Tap into Dimensional’s advisor benchmarking studies, training and education, and other business development resources to enhance your practice.

Providing a Wide Range of Resources

Advisors working with Dimensional enjoy a vibrant community where they can network with other like-minded professionals and participate in educational conferences and workshops. We also offer tools, training, and personalized support to help advisors during their business transition, and we are continually developing new content and programs to support an advisor’s marketing and client communication efforts.

Be a part of the community

Conferences and workshops

Study groups

Virtual podcasts and webinars

Advisor Benchmarks studies

Investor surveys

Dimensional videos

Executive Forums

Establish a tailored roadmap for your firm

Dedicated team of regional directors and client service associates

Insights from Dimensional researchers and academic leaders

Portfolio and performance tools

Staff training

Management retreats

Videos and content for training and education

Aid your marketing and client communication

Dimensional-authored content

Client-ready materials

Educational videos that can be embedded and shared

Value of Advice series

Find an Advisor program

Dave Butler

Co-Chief Executive Officer

“An advisor gives discipline around the process and helps a client stay invested through good markets and bad.”

Dave Butler

Co-Chief Executive Officer

Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.